Karen Valerie

Visionary
DISC Type : Ds

Managing Partner Limited Review at Deloitte and Touche LLP

Oyster Bay, New York, United States

Overview

Karen Valerie is the Chief Accounting Officer at Deloitte, bringing over 29 years of public accounting experience to the role. She has a diverse background serving clients in technology, media, and manufacturing. Karen earned her Bachelor of Science from St. Johns University, The Peter J. Tobin College of Business.

Her previous leadership positions at the firm include serving as the Partner-in-Charge of New York Recruiting.

Personality Overview

Objective Evaluator

Fast But Thoughtful

Big Vision Person

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

AI in Auditing
Showcases how Deloitte uses Omnia and intelligent AI agents to deliver high-quality, flexible audits for clients.
Talent Development
Promotes the Deloitte Foundation's Accounting Scholars Program and has a background as the Partner-in-Charge of New York Recruiting.
Supporting Restaurants
Shared a report developed with the James Beard Foundation to help independent chefs navigate the unpredictable restaurant sector.

Media Appearances

Karen has no verified media appearances

Work History

6-2019 - 9-2025
Managing Partner Limited Review at Deloitte and Touche LLP
9-1996
Partner at Deloitte and Touche LLP

Education

1992 - 1996
B.S. from St. John's University, The Peter J. Tobin College of Business

More Information

Social Presence :

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Exp : 29 Location : Oyster Bay, New York, United States Job Level : N/A Designation : Managing Partner Limited Review at Deloitte and Touche LLP
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Insights For Selling To Karen

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Focus on the results that your product produces, expect some strategic questions in return
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karen is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Karen

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Karen move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Karen take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Karen

Personality Compatibility


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